DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brian Jonathan Matz

Equitable Advisors, LLCnational BDLos Angeles, Cadual registrantIAPD 2657874

Feed of 09/14/2026

Also filed as Brian J Matz

At current firm

2 y

since Nov 1, 2023

In the industry

30 y

since Oct 23, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Equitable Advisors, LLC national BD current
since Nov 1, 2023 · Los Angeles, Ca
LPL Financial LLC BD affiliated
Dec 15, 2022 to Nov 14, 2023 · Agoura Hills, Ca
Golden State Wealth Management, LLC independent RIA
Apr 28, 2020 to Dec 22, 2022 · Powell, Wy
Wedbush Securities Inc. BD affiliated
Dec 20, 2016 to Apr 29, 2020 · Woodland Hills, Ca
Cooper Mcmanus independent RIA
Feb 18, 2015 to Dec 22, 2016 · Westlake, Ca
Edelman Financial Services, LLC former
Jan 20, 2015 to Feb 2, 2015 · Woodland Hills, Ca
U.S. Bancorp Investments, Inc. former
Apr 1, 2011 to Jan 20, 2015 · Thousand Oaks, Ca
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Apr 6, 2011 · Simi Valley, Ca
Wells Fargo Investments, LLC unclassified
Feb 16, 2007 to Jan 3, 2011 · Moorpark, Ca
Banc Of America Investment Services, Inc. unclassified
Mar 5, 2004 to Feb 20, 2007 · Sherman Oaks, Ca
Citigroup Global Markets Inc. BD affiliated
Mar 2, 2001 to Mar 18, 2004 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Equitable Advisors, LLC
left Nov 14, 2023, registered Nov 1, 2023 (-13 days) · Affiliated broker-dealer or bank to another
Golden State Wealth Management, LLC to LPL Financial LLC
left Dec 22, 2022, registered Dec 15, 2022 (-7 days) · RIA to RIA
Wedbush Securities Inc. to Golden State Wealth Management, LLC
left Apr 29, 2020, registered Apr 28, 2020 (-1 days) · Affiliated broker-dealer or bank to independent RIA
Cooper Mcmanus to Wedbush Securities Inc.
left Dec 22, 2016, registered Dec 20, 2016 (-2 days) · Other
Edelman Financial Services, LLC to Cooper Mcmanus
left Feb 2, 2015, registered Feb 18, 2015 (16 days) · Other
U.S. Bancorp Investments, Inc. to Edelman Financial Services, LLC
left Jan 20, 2015, registered Jan 20, 2015 (0 days) · Other
Wells Fargo Advisors to U.S. Bancorp Investments, Inc.
left Apr 6, 2011, registered Apr 1, 2011 (-5 days) · Other
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
Banc Of America Investment Services, Inc. to Wells Fargo Investments, LLC
left Feb 20, 2007, registered Feb 16, 2007 (-4 days) · Other
Citigroup Global Markets Inc. to Banc Of America Investment Services, Inc.
left Mar 18, 2004, registered Mar 5, 2004 (-13 days) · Other

Signals

Brian Jonathan Matz left Lpl Financial Llc for Equitable Advisors, Llc (registered 2023-11-01)
Nov 14, 2023 · Advisor changed firm · fact
Brian Jonathan Matz left Golden State Wealth Management, Llc for Lpl Financial Llc (registered 2022-12-15)
Dec 22, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address